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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-22 |
Branch Locations
231 Salina Meadows Pkwy Ste 100, Syracuse, NY 13212 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Syracuse | NY | 04/2019 | Present |
| Value First Insurance Agency | N. Syracuse | NY | 09/2017 | 02/2018 |
| Lance D. Wiltse Insurance Agency | N. Syracuse | NY | 01/2016 | 09/2017 |
| Unemployed | Cazenovia | NY | 02/2018 | 04/2019 |
| Bankers Life Securities, Inc | Syracuse | NY | 10/2020 | Present |
| Bankers Life Advisory Services, Inc | Syracuse | NY | 03/2024 | Present |
BANKERS CONSECO LIFE INSURANCE COMPANY OF NEW YORK POSITION: Agent NATURE: Insurance sales of graded life, whole life, and universal life insurance, Medicare, fixed annuities, critical illness, and hospital indemnification policies INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/19/2019 ADDRESS: 251 Salina Meadows Pkwy, Suite 130, Syracuse NY 13212, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
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